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Lakeland Financial (LKFN) Institutional Ownership

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$59.77 +1.04 (+1.77%)
Closing price 10/17/2025 04:00 PM Eastern
Extended Trading
$59.77 0.00 (0.00%)
As of 10/17/2025 04:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Lakeland Financial (NASDAQ:LKFN)

Current
Institutional Ownership
Percentage
81.15%
Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$235.14M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$136.79M
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LKFN Institutional Buying and Selling by Quarter

Lakeland Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Copeland Capital Management LLC651,739$41.84M0.9%-5.4%2.553%
10/17/2025Boston Trust Walden Corp373,331$23.97M0.2%N/A1.462%
10/15/2025 CWM LLC5,232$336K0.0%+26.4%0.020%
10/15/2025 Inspire Investing LLC7,079$454K0.0%+11.9%0.028%
10/14/2025 Yousif Capital Management LLC7,879$506K0.0%-17.5%0.031%
10/9/2025 Voya Investment Management LLC4,785$307K0.0%-32.4%0.019%
10/7/2025 Assenagon Asset Management S.A.7,387$474K0.0%N/A0.029%
10/2/2025 GAMMA Investing LLC1,670$107K0.0%+80.9%0.007%
9/24/2025Texas Permanent School Fund Corp11,535$709K0.0%-11.9%0.045%
9/4/2025Osaic Holdings Inc.469$29K0.0%+186.0%0.002%
8/27/2025Squarepoint Ops LLC52,985$3.26M0.0%+49.3%0.208%
8/26/2025Thrivent Financial for Lutherans24,666$1.52M0.0%+31.6%0.097%
8/20/2025Monarch Capital Management Inc.154,493$9.49M2.5%+1.1%0.605%
8/19/2025State of Wyoming2,322$143K0.0%-48.7%0.009%
8/16/2025Public Sector Pension Investment Board87,104$5.35M0.0%+7.6%0.341%
8/15/2025CANADA LIFE ASSURANCE Co20,997$1.29M0.0%-2.2%0.082%
8/15/2025Tower Research Capital LLC TRC 12,259$753K0.0%+1,245.7%0.048%
8/15/2025Captrust Financial Advisors5,037$310K0.0%+19.7%0.020%
8/15/2025Smartleaf Asset Management LLC9,960$611K0.1%+3.0%0.039%
8/15/2025Snowden Capital Advisors LLC8,697$534K0.0%+4.2%0.034%
8/15/2025Rafferty Asset Management LLC27,336$1.68M0.0%+51.5%0.107%
8/15/2025Engineers Gate Manager LP4,130$254K0.0%N/A0.016%
8/15/2025Cubist Systematic Strategies LLC77,146$4.74M0.0%-31.8%0.302%
8/15/2025BNP Paribas Financial Markets18,632$1.15M0.0%+29.2%0.073%
8/15/2025Balyasny Asset Management L.P.13,305$818K0.0%-48.6%0.052%
8/15/2025Bank of America Corp DE190,134$11.68M0.0%+38.2%0.745%
8/15/2025Ameriprise Financial Inc.325,912$20.03M0.0%-0.9%1.277%
8/15/2025AQR Capital Management LLC95,740$5.88M0.0%+195.2%0.375%
8/14/2025Jane Street Group LLC12,572$773K0.0%-88.5%0.049%
8/14/2025California State Teachers Retirement System23,574$1.45M0.0%+2.0%0.092%
8/14/2025Raymond James Financial Inc.335,994$20.65M0.0%-4.0%1.316%
8/14/2025FJ Capital Management LLC21,793$1.34M0.1%N/A0.085%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.14,049$863K0.0%-5.5%0.055%
8/14/2025Squarepoint Ops LLC52,985$3.26M0.0%+49.3%0.208%
8/14/2025Sei Investments Co.41,221$2.53M0.0%+11.1%0.161%
8/14/2025Qube Research & Technologies Ltd115,866$7.12M0.0%+44.4%0.454%
8/14/2025State Street Corp1,354,542$83.24M0.0%+4.4%5.306%
8/14/2025WINTON GROUP Ltd20,460$1.26M0.1%+18.0%0.080%
8/14/2025Cerity Partners LLC15,068$926K0.0%-3.4%0.059%
8/13/2025Jump Financial LLC3,670$226K0.0%N/A0.014%
8/13/2025Marshall Wace LLP66,144$4.07M0.0%-10.0%0.259%
8/13/2025Bridge City Capital LLC36,262$2.23M0.6%-1.4%0.142%
8/13/2025First Trust Advisors LP383,525$23.57M0.0%+403.6%1.502%
8/13/2025Kennedy Capital Management LLC141,500$8.70M0.2%-1.6%0.554%
8/13/2025EverSource Wealth Advisors LLC630$39K0.0%+1,212.5%0.002%
8/13/2025Invesco Ltd.83,195$5.11M0.0%-13.0%0.326%
8/13/2025Quantbot Technologies LP12,612$775K0.0%-42.2%0.049%
8/13/2025Choreo LLC6,949$427K0.0%-12.5%0.027%
8/13/2025Russell Investments Group Ltd.14,664$901K0.0%+13.5%0.057%
8/12/2025Prudential Financial Inc.26,638$1.64M0.0%+6.9%0.104%
8/12/2025American Century Companies Inc.130,891$8.04M0.0%+0.3%0.513%
8/12/2025Rhumbline Advisers81,415$5.00M0.0%+2.1%0.319%
8/12/2025Legal & General Group Plc70,421$4.33M0.0%+1.0%0.276%
8/12/2025JPMorgan Chase & Co.66,818$4.11M0.0%+21.8%0.262%
8/12/2025Entropy Technologies LP4,300$264K0.0%N/A0.017%
8/12/2025Personal CFO Solutions LLC3,947$243K0.0%-5.0%0.015%
8/12/2025Ensign Peak Advisors Inc10,544$648K0.0%-18.9%0.041%
8/12/2025Neumeier Poma Investment Counsel LLC464,425$28.54M2.7%-2.2%1.819%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH4,676$287K0.0%-10.4%0.018%
8/8/2025Intech Investment Management LLC9,800$602K0.0%-28.8%0.038%
8/8/2025Cetera Investment Advisers18,109$1.11M0.0%-6.7%0.071%
8/8/2025SG Americas Securities LLC6,611$406K0.0%+19.9%0.026%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,562$403K0.0%+7.5%0.026%
8/8/2025Police & Firemen s Retirement System of New Jersey5,768$354K0.0%+9.0%0.023%
8/8/2025Geode Capital Management LLC622,041$38.23M0.0%+0.1%2.434%
8/8/2025PNC Financial Services Group Inc.2,684$165K0.0%-9.2%0.011%
8/8/2025KBC Group NV998$61K0.0%-37.5%0.004%
8/8/2025Jupiter Asset Management Ltd.9,722$597K0.0%N/A0.038%
8/7/2025ProShare Advisors LLC105,663$6.49M0.0%+1,699.4%0.413%
8/7/2025Campbell & CO Investment Adviser LLC4,949$304K0.0%-68.2%0.019%
8/7/2025Parkside Financial Bank & Trust442$27K0.0%+248.0%0.002%
8/5/2025Bank of New York Mellon Corp198,101$12.17M0.0%-2.3%0.775%
8/4/2025Keybank National Association OH7,743$476K0.0%-19.6%0.030%
8/1/2025Teacher Retirement System of Texas4,971$305K0.0%+28.9%0.019%
8/1/2025Y Intercept Hong Kong Ltd8,099$498K0.0%-41.8%0.032%
8/1/2025Bessemer Group Inc.6,465$397K0.0%-3.1%0.025%
8/1/2025Envestnet Asset Management Inc.129,992$7.99M0.0%-28.2%0.509%
7/31/2025AlphaQuest LLC6,752$415K0.0%-68.2%0.026%
7/29/2025TrueMark Investments LLC15,445$949K0.2%N/A0.060%
7/29/2025Mutual of America Capital Management LLC3,283$202K0.0%-11.6%0.013%
7/25/2025 CWM LLC4,138$254K0.0%+555.8%0.016%
7/25/2025Sippican Capital Advisors23,724$1.46M1.1%+9.8%0.093%
7/24/2025 Inspire Investing LLC6,328$389K0.0%+9.5%0.025%
7/23/2025Rosenthal Henry Capital Advisors Inc.42,985$2.64M2.7%-1.7%0.168%
7/23/2025KLP Kapitalforvaltning AS5,000$307K0.0%-9.1%0.020%
7/21/2025Copeland Capital Management LLC689,111$42.35M0.9%-7.0%2.696%
7/21/2025Mirae Asset Global Investments Co. Ltd.23,255$1.43M0.0%+11.9%0.091%
7/17/2025 Uncommon Cents Investing LLC15,266$938K0.3%-1.2%0.060%
7/16/2025State of Alaska Department of Revenue15,220$935K0.0%+7.7%0.060%
7/14/2025 KFG Wealth Management LLC12,837$789K0.1%+2.5%0.050%
7/14/2025 GAMMA Investing LLC923$57K0.0%-14.9%0.004%
6/18/2025 Voya Investment Management LLC7,000$416K0.0%-9.2%0.027%
5/29/2025Rhumbline Advisers79,773$4.74M0.0%-4.2%0.312%
5/19/2025Jane Street Group LLC109,362$6.50M0.0%N/A0.428%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC48,803$2.90M0.0%+25.4%0.191%
5/16/2025Caxton Associates LLP13,011$773K0.0%N/A0.051%
5/16/2025Goldman Sachs Group Inc.284,205$16.89M0.0%-28.0%1.112%
5/16/2025Jones Financial Companies Lllp453$27K0.0%-78.0%0.002%
5/16/2025Dynamic Technology Lab Private Ltd3,610$215K0.0%N/A0.014%
5/16/2025NFJ Investment Group LLC151,742$9.02M0.3%-0.3%0.594%
(Data available from 1/1/2016 forward)

LKFN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LKFN shares?

During the previous two years, 210 institutional investors and hedge funds held shares of Lakeland Financial. The most heavily invested institutionals were Vanguard Group Inc. ($112.52M), State Street Corp ($83.24M), Silvercrest Asset Management Group LLC ($65.77M), Victory Capital Management Inc. ($64.93M), Charles Schwab Investment Management Inc. ($59.38M), Dimensional Fund Advisors LP ($55.53M), and Copeland Capital Management LLC ($41.84M).Learn more on Lakeland Financial's institutional investors.

What percentage of Lakeland Financial's stock is owned by institutional investors?

81.15% of Lakeland Financial's stock is owned by institutional investors. Learn more on LKFN's institutional investor holdings.

Which institutional investors have been buying Lakeland Financial's stock?

Of the 170 institutional investors that purchased Lakeland Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($685.98K), Victory Capital Management Inc. ($475.36K), First Trust Advisors LP ($415.14K), Boston Trust Walden Corp ($390.15K), Copeland Capital Management LLC ($204.79K), Assenagon Asset Management S.A. ($175.32K), and Millennium Management LLC ($152.74K).

How much institutional buying is happening at Lakeland Financial?

Institutional investors have bought a total of 3,659,127 shares in the last 24 months. This purchase volume represents approximately $235.14M in transactions.

Which of Lakeland Financial's major shareholders have been selling company stock?

Of the 104 institutional investors that sold Lakeland Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kayne Anderson Rudnick Investment Management LLC ($585.01K), Victory Capital Management Inc. ($446.02K), Natixis Advisors LLC ($128.45K), Copeland Capital Management LLC ($112.45K), Jane Street Group LLC ($111.66K), Goldman Sachs Group Inc. ($110.61K), and Envestnet Asset Management Inc. ($72.52K).

How much institutional selling is happening at Lakeland Financial?

Institutional investors have sold a total of 2,154,769 shares in the last 24 months. This volume of shares sold represents approximately $136.79M in transactions.



This page (NASDAQ:LKFN) was last updated on 10/19/2025 by MarketBeat.com Staff
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